tonies 향후 성장
Future 기준 점검 4/6
tonies (는) 각각 연간 47% 및 17.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 46.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.2% 로 예상됩니다.
핵심 정보
47.0%
이익 성장률
46.51%
EPS 성장률
| Leisure 이익 성장 | 15.2% |
| 매출 성장률 | 17.8% |
| 향후 자기자본이익률 | 16.18% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 12 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 01
TNIE: Analyst Day Guidance Will Support Future Double Digit Expansion
Analysts have nudged their price target for tonies from €14.0 to €14.5, reflecting updated assumptions for revenue growth, profit margins, and the stock's future P/E multiple. What's in the News tonies issued earnings guidance for FY 2026, stating an expectation for Group revenue growth of more than 20% in constant currency to more than €760 million.
내러티브 업데이트 • May 12
TNIE: 2026 Revenue Guidance And Margin Assumptions Will Support Stronger Forward Outlook
Analysts are maintaining their €14.00 price target for tonies, citing only small adjustments to key model inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News tonies issued earnings guidance for FY 2026, indicating an expectation for Group revenue growth of more than 20% in constant currency to more than €760 million (company guidance).내러티브 업데이트 • Apr 28
TNIE: Higher 2026 Outlook And Margin Assumptions Will Support Stronger Forward Outlook
Analysts have raised the price target for tonies to €14.0 from the previous €13.0, reflecting revised assumptions around revenue growth, profit margins and an updated future P/E framework. What's in the News tonies issued earnings guidance for FY 2026, indicating expected Group revenue of more than €760 million in constant currency, with revenue growth of more than 20% (company guidance).분석 기사 • Apr 22
We Think tonies' (FRA:TNIE) Healthy Earnings Might Be Conservative
The market seemed underwhelmed by last week's earnings announcement from tonies SE ( FRA:TNIE ) despite the healthy...내러티브 업데이트 • Apr 13
TNIE: Global Content Partnerships And Investor Day Will Support Future Double Digit Expansion
Analysts are keeping their price target for tonies steady at €14.00, reflecting only marginal tweaks to discount rate, revenue growth, profit margin and future P/E assumptions in their models. What's in the News tonies plans an Analyst and Investor Day, giving the market a structured opportunity to receive an update on the business and its plans.내러티브 업데이트 • Mar 30
TNIE: Global Content Partnerships Will Drive Future Double Digit Revenue Expansion
Analysts have nudged their price target for tonies up slightly from about €13.83 to €14.00, citing updated assumptions around revenue growth, discount rate, profit margin and future P/E that keep the overall valuation view largely intact. What's in the News tonies plans an Analyst and Investor Day event, giving the market a closer look at the business, its priorities, and the updated assumptions that underpin current valuation views (Key Developments).
내러티브 업데이트 • Mar 16
TNIE: Licensing Rollout And Index Inclusion Will Support Stronger Future Prospects
Analysts have adjusted their price target on tonies from €13.20 to €14.50. This reflects updated assumptions around higher revenue growth expectations, a slightly improved profit margin profile, and a lower future P/E multiple in their models.내러티브 업데이트 • Mar 02
TNIE: Index Inclusion And Content Partnerships Will Support A Stronger Forward Outlook
Analysts now set their tonies price target at €13.00, up from €10.50, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, which they view as better aligned with the company’s current outlook. What's in the News tonies announced a partnership with The Pokemon Company International, aiming to bring new Pokemon themed audio book content to the Toniebox starting in summer 2026, including four exclusive, collectible Pokemon Tonies featuring Pikachu, Bulbasaur, Charmander and Squirtle (Key Developments).내러티브 업데이트 • Feb 16
TNIE: Global Content Partnerships Will Support Future Double Digit Revenue Gains
Analysts have raised their price target on tonies from €11.37 to €13.83, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that they consider more accurately reflect the company’s current risk and return profile. What's in the News Partnership with The Pokemon Company International includes a lightning yellow special edition Toniebox 2 inspired by Pikachu, planned for a global launch, including the US, in summer 2026 (Key Developments).내러티브 업데이트 • Feb 01
TNIE: Licensing Expansion And Index Inclusion Will Support Stronger Future Prospects
Analysts have nudged their price target for tonies slightly higher to €13.20, reflecting small adjustments to assumptions on discount rate, revenue, profit margin and future P/E that keep their fair value view effectively unchanged. What's in the News tonies confirmed earnings guidance for the 2025 financial year, expecting group revenue of more than €600 million in constant currency (corporate guidance).내러티브 업데이트 • Jan 18
TNIE: Fair Outlook Balances Index Inclusion With Evolving Profitability Assumptions
Analysts have lifted their fair value estimate for tonies from €9.00 to €10.50, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News tonies SE confirmed earnings guidance for the 2025 financial year, with management expecting group revenue of above €600 million in constant currency, based on forecast growth of more than 25% for the year (Corporate guidance) The company announced a partnership to bring new Pokémon audio book content to the Toniebox, starting in summer 2026 with four exclusive collectible Pokémon Tonies featuring Pikachu, Bulbasaur, Charmander, and Squirtle, with further products planned with Pikachu Press (Client announcement) tonies SE was added to the Germany SDAX (Total Return) Index, which may influence how index-tracking funds and some institutional investors view the stock (Index constituent change) Valuation Changes The fair value estimate has been revised from €9.00 to €10.50 per share, reflecting a higher central value in the model.내러티브 업데이트 • Jan 04
TNIE: Expanded Licensing Partnerships Will Drive Higher Future Profitability
Analysts have modestly adjusted their price target on tonies to reflect a stable fair value of €13.20, as slightly lower expected revenue growth is balanced by an improved profit margin outlook and a marginally reduced discount rate. What's in the News tonies SE confirmed guidance for 2025, targeting group revenue growth of more than 25 percent in constant currency and pushing annual sales above EUR 600 million (corporate guidance) tonies SE was added to the Germany SDAX Total Return Index, increasing its visibility among institutional and index-tracking investors (index update) tonies announced a partnership with Pokemon to launch exclusive audio first content for the Toniebox from summer 2026, starting with four collectible Pokemon figures and further products planned with Pikachu Press (client announcement) tonies expanded its long term licensing agreement with Hasbro to adapt classic board games, including Monopoly, into new interactive, screen free Tonieplay formats for launch in 2026 across its core markets (client announcement) Valuation Changes Fair Value: unchanged at €13.20 per share, indicating a stable overall valuation.내러티브 업데이트 • Dec 17
TNIE: Expanded Licensing Partnerships Will Drive Stronger Profitability Ahead
Analysts have raised their price target on tonies by approximately 10 percent to €13.20, citing slightly lower perceived risk, stronger expected revenue growth and improved profit margins, despite a modestly lower future P/E assumption. What's in the News Confirmed 2025 guidance, expecting group revenue to grow by more than 25 percent in constant currency and taking sales above EUR 600 million (company guidance) Announced a landmark partnership with Pokémon to launch audio first storytelling Tonies featuring Pikachu, Bulbasaur, Charmander and Squirtle from summer 2026, with further products planned with Pikachu Press (company announcement) Expanded long term licensing agreement with Hasbro to adapt classic board games, including Monopoly, into interactive, screen free Tonieplay formats for Toniebox 2, rolling out from 2026 across core markets in North America, DACH, UK, France and Australia or New Zealand (company announcement) Valuation Changes Fair Value: raised moderately from €12.00 to €13.20, reflecting a roughly 10 percent upward revision.내러티브 업데이트 • Dec 03
TNIE: Screen-Free Gaming Expansion Will Drive Future Double-Digit Revenue Gains
Narrative Update Analysts have maintained their price target for tonies at €11.37, as modest tweaks to the discount rate and forward valuation assumptions were not significant enough to justify a change in the overall valuation framework. What's in the News Confirmed 2025 guidance with group revenue expected to grow by more than 25% in constant currency, taking revenue above EUR 600 million (Company guidance) Expanded long term licensing agreement with Hasbro to bring select Hasbro Games titles, including Monopoly, to the Toniebox 2 in new interactive Tonieplay formats starting in 2026 (Company announcement) Planned Tonieplay game launches to roll out across core markets, including North America, DACH, the UK, France, and Australia/New Zealand, with further titles and details to be announced closer to launch (Company announcement) Valuation Changes Fair Value: unchanged at approximately €11.37 per share, reflecting a stable central valuation view.내러티브 업데이트 • Nov 19
TNIE: Expansion Into Screen-Free Gaming Will Drive Long-Term Revenue Momentum
Analysts have raised their price target for tonies from EUR 11.03 to EUR 11.37. They cite continued company performance and an improved profit margin outlook following recent results.분석 기사 • Sep 25
Here's Why tonies (FRA:TNIE) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Sep 01
Market Participants Recognise tonies SE's (FRA:TNIE) Revenues Pushing Shares 25% Higher
tonies SE ( FRA:TNIE ) shareholders have had their patience rewarded with a 25% share price jump in the last month...분석 기사 • Aug 26
tonies' (FRA:TNIE) Solid Earnings Are Supported By Other Strong Factors
tonies SE ( FRA:TNIE ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...분석 기사 • May 14
tonies SE's (FRA:TNIE) 26% Jump Shows Its Popularity With Investors
tonies SE ( FRA:TNIE ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last month...새로운 내러티브 • May 07
Expanding North America And International Markets Will Fuel Future Success
Expansion into North America and internationally has greatly boosted revenue, showcasing strong market fit and profitability.분석 기사 • Apr 15
Is tonies (FRA:TNIE) Using Debt Sensibly?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Oct 18
Does tonies (FRA:TNIE) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jun 04
Revenues Tell The Story For tonies SE (FRA:TNIE) As Its Stock Soars 33%
The tonies SE ( FRA:TNIE ) share price has done very well over the last month, posting an excellent gain of 33...분석 기사 • May 21
tonies (FRA:TNIE) Has Debt But No Earnings; Should You Worry?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Apr 12
With tonies SE (FRA:TNIE) It Looks Like You'll Get What You Pay For
When close to half the companies in the Leisure industry in Germany have price-to-sales ratios (or "P/S") below 0.9x...분석 기사 • Apr 15
tonies SE's (FRA:TNIE) Intrinsic Value Is Potentially 29% Above Its Share Price
Key Insights The projected fair value for tonies is €7.04 based on 2 Stage Free Cash Flow to Equity Current share price...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,088 | 85 | 79 | 104 | 5 |
| 12/31/2027 | 937 | 63 | 56 | 77 | 5 |
| 12/31/2026 | 779 | 41 | 45 | 61 | 5 |
| 12/31/2025 | 630 | 13 | -13 | 6 | N/A |
| 9/30/2025 | 570 | 20 | 9 | 27 | N/A |
| 6/30/2025 | 510 | 28 | 31 | 49 | N/A |
| 3/31/2025 | 495 | 20 | 31 | 48 | N/A |
| 12/31/2024 | 481 | 13 | 31 | 47 | N/A |
| 9/30/2024 | 438 | -8 | 16 | 32 | N/A |
| 6/30/2024 | 395 | -29 | 2 | 16 | N/A |
| 3/31/2024 | 378 | -21 | -1 | 12 | N/A |
| 12/31/2023 | 361 | -12 | -5 | 8 | N/A |
| 9/30/2023 | 324 | -20 | -39 | -26 | N/A |
| 6/30/2023 | 287 | -29 | -73 | -61 | N/A |
| 3/31/2023 | 273 | -30 | -80 | -68 | N/A |
| 12/31/2022 | 258 | -32 | -88 | -74 | N/A |
| 9/30/2022 | 234 | -129 | -79 | -67 | N/A |
| 6/30/2022 | 211 | -226 | -71 | -60 | N/A |
| 3/31/2022 | 199 | -233 | -53 | -43 | N/A |
| 12/31/2021 | 188 | -241 | -35 | -26 | N/A |
| 12/31/2020 | 135 | -16 | -4 | 4 | N/A |
| 12/31/2019 | 103 | -6 | 0 | 2 | N/A |
| 12/31/2018 | 61 | 2 | N/A | -5 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TNIE 의 연간 예상 수익 증가율(47%)이 saving rate(1.9%)보다 높습니다.
수익 vs 시장: TNIE 의 연간 수익(47%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: TNIE 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: TNIE 의 수익(연간 17.8%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: TNIE 의 수익(연간 17.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TNIE의 자본 수익률은 3년 후 16.2%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/14 14:16 |
| 종가 | 2026/06/12 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
tonies SE는 10명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gerhard Orgonas | Berenberg |
| Christoph Blieffert | BNP Paribas |
| Hans Salis | Hauck Aufhäuser Investment Banking |